Family. Wealth. For Generations.

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Growing up as a doctor’s son, Don watched his father’s compassion with patients. Now, he practices the same caring manner with his planning and wealth management clients. The result is a 30+ year career distinguished by his belief that the well-being of his clients comes first.

Don joined UBS in 2013, bringing broad financial planning knowledge and special insight into retirement and education planning, as well as portfolio management. At Smith Barney, Morgan Stanley and now UBS, Don focuses on each client’s goals and risk tolerance. With the strong belief that these two factors need to mesh just right for each client to have a successful investment experience, Don works hard to strike the right balance. Developing the relationships to help find this balance, and educating his clients along the way, is what Don most enjoys about working as a wealth manager.

Don graduated from Skidmore College with a B.S. in accounting, and he earned an M.B.A. from Fordham University. He has served in several lay-leadership roles with Jewish Federation of Greater Metrowest and the Healthcare Foundation of New Jersey. Don and his wife raised their family during the 30 years they spent living in Westfield, NJ. Now a full-time resident of Colorado, they love spending time in the mountains and are avid skiers and hikers. Volunteer time is now devoted to the Telluride Adaptive Sports Program as an on-snow instructor, bridging the experience he previously had as a PSIA certified instructor.

 While Colorado may now be home, Much of Don’s family is back east. He is frequently back in the office with his team and to meet with clients.  Gratitude for this flexibility, and the continued enjoyment of helping his clients achieve their goals  is what will keep Don working full-time for many years to come.

• Skidmore College, B.S. Accounting
• Fordham University, M.B.A.

• Chartered Retirement Planning Counselor
• Chartered Retirement Plans Specialist℠

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Susan joined UBS in 2013 and brings over 27 years of financial services experience to the firm. Interested in finance from an early age, she developed her tax-free bond expertise at a small municipal bond firm where she worked for 16 years. Susan moved to Smith Barney for the opportunity to offer more products to her clients, as she has always professed the importance of diversification. She believes that UBS offers a wide product selection, yet also enables her to give personalized service in a boutique setting, an enviable combination for her clients.

A fixed income expert, Susan also has a keen eye for bonds with high interest and low risk. Susan treats clients like family and prefers to personally recommend and select products, yet she always consults team members with other specialties in order to find the best investments. Her retired clients especially benefit from her ability to find a better value than the average market offering.

Susan is a graduate of Ithaca College. She supports several charitable organizations, including GlassRoots in Newark, the United Jewish Federation and the Susan G. Komen Foundation. She lives in South Orange, New Jersey with her husband and two boys. In her free time, Susan is an avid golfer who also enjoys tennis, fitness and travel.

• Ithaca College

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Since 1995, David has been providing comprehensive wealth management advice to his high net worth clients. David enjoys educating his clients about the wealth management process, helping them to organize their personal finances and define their goals. In 1995, David began to serve as a Financial Advisor with Smith Barney, bringing his trademark commitment to high-trust relationships to help his clients with their financial goals. He joined UBS in 2013.

In recognition for having met the highest standards for the practice of financial planning, David was designated a Certified Financial Planner™ by CFP® Board of Standards in 2001. His background includes financial planning, estate planning, insurance, taxation and retirement planning. David is dedicated to long-term relationships with his clients and continues to offer high-caliber professional service. David enjoys swimming, listening to music, good conversation and sharing quality time with his family.

• Syracuse University, BA in Political Science

• CERTIFIED FINANCIAL PLANNER®

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Born into the business, Rachel learned to love finance from her father, a stockbroker for over 60 years. After spending school vacations in his office at E.F. Hutton, she felt right at home in her first job after college as a trainer at Kidder Peabody. There, her mentor transitioned her to the brokerage side, where keen market knowledge and relationship-building skills made her a natural fit. Rachel later became a Financial Advisor in 1994 for Smith Barney Shearson and was at Morgan Stanley for 19 years until joining UBS in 2013.

Rachel’s primary focus is client contact. Clients reward her responsiveness and expertise with the highest compliment: referring her to their children and grandchildren. Serving multi-generation families is a testament to Rachel’s meaningful relationships. Working with clients at all life stages developed her broad wealth management knowledge, with a special focus on education funding and retirement planning.

A graduate of George Washington University with a B.S. in political science, Rachel also holds life and health insurance licenses in order to assist clients with long-term-care planning. Rachel serves on the boards of the Greater Newark Conservancy, which promotes environmental stewardship in Newark, and the Jewish Women’s Foundation, an organization of philanthropists helping women and girls to realize their full potential. Rachel was recently recognized for her work with Greater Newark Conservancy as a national finalist for the Community Service Award as part of the 13th Annual Invest in Others Awards. She lives in Maplewood, NJ with her husband Marc and their two children.

• George Washington University, B.S. Political Science

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Liz is a Senior Wealth Strategy Associate for The Short Hills Group. Liz is committed to helping clients define their financial goals and guiding them to solutions to achieve those goals. She also prioritizes addressing client inquires quickly and efficiently. As a CERTIFIED FINANCIAL PLANNER® professional, Liz has undergone rigorous training in various areas, including retirement planning, education planning, investment strategy, wealth transfer, tax optimization, and risk management.

She previously worked within the Wealth Advice Center for UBS for nearly 5 years. She built and deepened relationships with clients by providing them with exceptional wealth management services and solutions through gaining an understanding of clients’ situations and presenting all appropriate solutions while adhering to compliance and operational procedures to protect clients. Because of her dedication and commitment to clients she received the Ed Ruth award for exemplifying the client experience above all else.

Liz holds the CFP® certification, SIE, Series 7, Series 66, Series 9, and Series 10 FINRA registrations. Additionally she holds the NJ Insurance Producer for Life Insurance and Accident & Health Insurance.

Outside of UBS, Liz has performed at Carnegie Hall 25 times through winning first place at competitions such as American Fine Arts Festival, Piano Teachers Society of America, Russian Music Festival, and Intl. Crescendo. Liz has also competed on a national level from 2013-2020 for Fencing. Liz also actively supports local organizations such as Shave for a Cure and Cycle for Survival. She enjoys fitness, travel and spending time with family and friends.

• New York University, Major in English and Minors in Business and Creative Writing

• CERTIFIED FINANCIAL PLANNER®

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